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How to Choose a Financial Planner Using the Advice of Warren Buffet

A famous quote from Warren Buffet goes, “Price is what you pay, value is what you get.” Ascertaining price, and what you get for that price, when looking for a financial advisor is as difficult as any purchase I can think of. One would think a logical place to start is a provider’s title. After all, a Lawyer practices law, and an Accountant does accounting. However, unlike many other industries, “professionals” in financial services can call themselves virtually anything under the sun based on what they think sounds best to the people they are trying to attract (Financial Advisor, Financial Planner, Investment Manager, Stock Broker, Wealth Manager) regardless of whether the services they off